March 2018 Book a Meeting Client Login
Final Chance to Register!

Breakfast, Seminar & Tour At Vandermeer Nursery in Ajax

You have until the end of this week to register – Registration closes on Friday March 16th at 4:00 p.m.

The agenda for the event looks as follows:

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Are you Prepared for the Unexpected?

Besides ’death’ and ’taxes’, the other certainty in life is that life is full of unexpected events. So why aren’t we more prepared for financial stresses when they occur?

With the odds of an unexpected event such as a job loss, a medical emergency, a debilitating accident, or a death in the family fairly high when you consider them all together, many Canadian families are just one paycheque away from financial disaster. When these risks are considered as a whole, the question is not IF a financial shock will occur, but when.

The issue really comes down to individual responsibility and common sense foresight. Financial stresses always arrive when...

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Debt Reduction as a Retirement Savings Strategy

Statistics Canada recently reported the ratio of household credit market debt to disposable income reached the highest level since the agency began tracking this figure. In 1990 it was 50%, rose to 110% in 2000 and jumped to 171% by the fourth quarter of 2017.

This can cause some angst for those with children reaching post-secondary school age.

Sam and Marsha are in their mid-forties and have a 17-year old daughter, Alicia. They have lived a more frugal lifestyle than most in their age group. Until now, they haven’t given too much thought to when and how they want to retire, but with their daughter already looking at colleges, and with a sizable...

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